Role Purpose
Responsible for timely set-up, renewal, servicing and support, documentation, and management of schemes on ACTi sure, and handling of related queries on from clients and intermediaries on existing schemes. Provide dedicated and comprehensive service to the intermediaries and clients with a proactive approach to ensure business retention of the schemes by meeting set service timelines while ensuring underwriting guidelines and controls are strictly adhered to and enforced.
Key Responsibilities
Operational
- Policy Onboarding: Ensure accurate membership set up, benefits set up, prompt issuance of acceptance letters, debiting and dispatch of premiums invoices and the renewal/commencement premium schedules to the client/intermediary.
- Policy Maintenance: Manage membership details in ACTi sure and ensure timely and accurate policy maintenance i.e., timely communication to intermediaries/clients/Relationship Managers, issuance of policy documents, timely dispatch of premium debits/credits, scheme reconciliations, reporting and ensure all agreed TATs are met.
Corporate Governance
- Compliance: Ensure compliance with regulatory requirements, underwriting standards, and company policies, and adhere to ethical practices.
- Policy Review: Regularly review and update underwriting policies and guidelines to reflect industry changes and mitigate risks.
Leadership & Culture
- Compliance: Ensure compliance with regulatory requirements, underwriting standards, and company policies, and adhere to ethical practices.
- Policy Review: Regularly review and update underwriting policies and guidelines to reflect industry changes and mitigate risks.